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With so many steps involved in the today’s sales pipeline, it’s not uncommon for teams to get lost before reaching their goals. Teamgate is a sales management solution that keeps its users on track throughout the sales process. The web-based platform helps teams monitor sales based on performance and the activities of employees, while also managing contacts and analyzing results. It includes an advanced lead management module and filtering systems, enabling users to monitor sales during selected periods of time, along with a streamlined user interface.
Teamgate is used small and mid-size businesses, as well as top global firms, such as Avis, EuroCash, Bauer, and BNI. It includes tools for customer management, smart sales reports, and group collaboration. The cloud-based platform helps companies close deals, generate leads, and find new customers.
Teamgate is a sales CRM platform developed to meet the needs of small and mid-size businesses. The platform serves as an additional team member, working for businesses to generate more leads, track the sales process, manage contacts, and analyze sales results.
Teamgate serves as a streamlined, simplified alternative to complex CRM tools like Salesforce and Dynamics CRM. Using Teamgate, sales teams can be better prepared to take action with leads when the time is right. Users should also have a clearer sense of where they can improve their sales processes and when they are individually responsible for the completion of key business activities.
Leads are people, companies, or business opportunities that have not been confirmed. Teamgate offers tools that allow users to quickly and easily add new leads to their accounts. Intelligent tools warn users instantly if the lead they’ve entered already exists in the system, virtually eliminating instances of duplicates due to human error.
Add leads to your Teamgate account individually or import batches directly from your existing files. Once your leads have been entered into the system, you can customize them based on qualifications. You can also add tags to remember where leads came from. Leads that become qualified can be transferred into a Company and/or Person role without any action necessary.
Teamgate’s Sales Pipeline Management module keeps all Deals in a centralized location, where users can easily browse through the latest updates or filter based on specific date ranges. Deals can be dragged-and-dropped into new stages as they progress through the sales lifecycle.
Within your Sales Pipeline, you’ll see a listing of all Deals, as well as a clear view of your overall team performance. Teamgate automatically highlights any areas that need extra work. It also offers intelligent forecasting information, such as estimated deal closing dates or win/loss averages.
Teamgate plays an integral role within growing sales teams, not just as a CRM solution, but also as a trusted advisor. The web-based platform provides users with a clear visualization of how Leads become Customers, as well as the latest sales opportunities. Looking at the sales funnel, employees should be able to accurately assess how many prospects they have at any given time, as well as how much revenue stands to be gained by every open Deal.
Dig into your analytics and reporting tools to get the most from your Teamgate account. Teamgate’s sales forecasting tool projects long-term and short-term sales performance based on past success rates and sales data. Your team can also create singular goals, which is useful when measuring the performance of individual employees against the larger organization.
Teamgate integrates with third-party services, such as Google Calendar, Google Drive, Google Authentication Appliance, LinkedIn, Zapier, Microsoft Outlook, and MailChimp. Teamgate also offers an open API.
Teamgate uses a straightforward pricing structure, charging teams $21 per user, per month, when accounts are paid 12 months up front. For that price, users can expect no record limits, no hidden fees, free features twice per month, and free support. Teamgate offers 15-day free trials with no credit card required.